Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August termasuk Siligmueller & Norvid Wealth Advisors LLC, Dynamic Advisor Solutions LLC, Straight Path Wealth Management, Merit Financial Group, LLC, Evolution Wealth Management Inc., Waterloo Capital, L.P., Curio Wealth, Llc, dan Winnow Wealth Llc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5,000 | 202 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 319,897 | 11.02 | 12,943 | 18.90 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10,055 | 407 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,273,666 | 12.45 | 48,062 | 8.63 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,839 | 2,943.40 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 57,121 | 10.29 | 2,311 | 18.15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,122 | 976 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,329 | 256 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,208 | 49 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,940 | 281 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53,544 | 2,186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67,651 | 6.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 386,368 | 33.46 | 15,632 | 42.93 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,000 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193,190 | 8.93 | 7,816 | 16.66 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,246 | 29.21 | 293 | 38.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48,644 | 439.29 | 1,968 | 478.82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5,432 | 56.86 | 220 | 68.46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 90,612 | 51.26 | 3,666 | 62.00 | ||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 740,922 | 29,978 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5,173 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812,460 | 0.17 | 32,872 | 7.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90,411 | 2.24 | 3,731 | 11.71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,859 | 15.39 | 75 | 25.00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,457,662 | 15.83 | 59 | 23.40 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5,231 | 212 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 8,075 | 18.32 | 327 | 26.85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19,109 | 773 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 342 | 14 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 5,158 | 209 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 143,249 | 0.48 | 5,796 | 7.61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 71,147 | 0.83 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 10,078 | 408 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 130 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 82,877 | 0.03 | 3,353 | 7.12 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8,261 | 5.26 | 334 | 12.84 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5,167 | 209 |
